| Reference: | MORTGAGE ADVISORx |
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| Job type: | Permanent Full time |
| Salary: | Not disclosed |
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MORTGAGE ADVISOR Company Profile The Role • Achieving required volumes of mortgage business, insurance cross sales & banking referrals. • Taking ownership of all cases, being the key contact for mortgage customers. Actively following business through from application to completion ensuring high quality standards. • Promoting best sales practices and techniques to support the delivery of Branch mortgage and insurance objectives. • Being highly visible in the Branch to support sales campaigns and displaying pro-active lead generation. • Adhering to current legislation in all aspects of the role and the relevant code compliance and regulatory requirements. • Ensuring data is keyed correctly first time, to minimise risk to the business and ensure that quality offers are based on correct underwriting information • Providing direct and honest feedback to colleagues aimed at developing the quality of referrals and building colleague advocacy. • Responding to customer complaints and enquiries to ensure a high level of customer service is maintained at all times. • Proactively managing own diary, building in flexibility to carry out Mortgage Advisor and Assistant Branch Manager activities • Proactively owning the customer relationship, providing regular updates on progress to customers and ensuring outstanding documents are received. • Supporting the Branch Manager and deputising in their absence to maintain the highest standards of customer service and risk management. Experience Education Salary Contact If you have one year's banking or financial services experience I also have opportunities at both junior and senior level within: Fund Administration, Treasury, Client Services, Compliance, Trust, Custody, Corporate Actions, Pricing, Payments, Reconciliations, Settlements, Mortgages, Loans Admin, etc |
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| Added by: | Lisa Maher - |
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